See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,165 | $176,056-80.0% | $159,436-77.9% | $167,490-79.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.01% | 331.75%-313.7pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,504 | $5,297-71.6% | $4,829-68.9% | $4,837-68.9% |
| Participant deferral / active EE | $9,201 | $7,750+18.7% | $7,352+25.1% | $6,341+45.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |